Core Viewpoint - The acquisition of 90% stake in One Two Co., Ltd. by Youquhui Holdings for 2.701 billion yen (approximately 135 million HKD) marks a strategic move to establish a second growth curve for the company, enhancing its influence in the health consumption sector and integrating online and offline retail ecosystems [1][2][5]. Group 1: Acquisition Details - Youquhui has completed the acquisition of 90% of One Two Co., Ltd., which operates the Japanese pharmacy chain "あかひげ薬局" [1]. - The acquisition cost was 2.701 billion yen (approximately 135 million HKD), and the brand name and core team of あかひげ薬局 will be retained post-acquisition [1]. - あかひげ薬局 focuses on health management for middle-aged and elderly men, providing personalized health solutions through a one-on-one consultation model [3]. Group 2: Strategic Significance - The acquisition strengthens Youquhui's position in the high-potential health consumption market and provides access to a rare localized overseas brand [2]. - Youquhui aims to leverage the established retail network and expertise of あかひげ薬局 to transition from online operations to a hybrid online and offline retail ecosystem [2][4]. - The integration of Youquhui's digital capabilities with あかひげ薬局's professional services is expected to enhance operational efficiency and market reach [4]. Group 3: Growth Strategy - Youquhui has been actively building its second growth curve, previously launching the Canadian anti-aging health food brand Vanpearl and recruiting international experts to bolster its talent pool [6][7]. - The acquisition of あかひげ薬局 is seen as a natural extension of Youquhui's long-term strategy, enhancing its capabilities in research, brand management, and service delivery [7]. - The company is positioned to potentially engage in further acquisitions in the health consumption sector to strengthen its comprehensive capabilities across research, branding, and multi-channel operations [7][8].
从重磅收购动作看优趣汇的新逻辑：生态能力迎升维 第二增长曲线或加速成形